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Changes for page 6. Flexible Reports Guide

Last modified by Iaroslav Platonov on 2026/06/08 15:20
From version 35.2
edited by Lana
on 2025/12/10 23:48
Change comment: There is no comment for this version
To version 39.2
edited by Lana
on 2025/12/17 21:21
Change comment: There is no comment for this version

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189 189  
190 190  After clicking the button [[image:Screenshot 2025-12-10 at 19.48.07.png||height="27" width="29"]] (see Figure 3.1), a download dialog box will open. Enter the template name, type, object, and category in this dialog box. Then, select the template file (Excel file), configure auto generation if needed, select a network resource and/or email address for saving automatically generated reports (see Figure 3.2), and click the button [[image:Screenshot 2025-12-10 at 19.49.45.png||height="23" width="46"]] to complete.
191 191  
192 -[[image:Screenshot 2025-12-10 at 19.50.16.png]]
192 +[[image:Screenshot 2025-12-10 at 19.50.16.png||height="448" width="493"]]
193 193  
194 194  Fig.3.2 – Template upload form
195 195  
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205 205  
206 206  The **“Interactive mode”** button [[image:Screenshot 2025-12-10 at 19.53.19.png||height="28" width="27"]] enables the report mode in the web interface. When interactive mode is enabled, the report opens in the web version of Excel spreadsheets (Fig. 3.3).
207 207  
208 -[[image:Screenshot 2025-12-10 at 19.53.57.png]]
208 +[[image:Screenshot 2025-12-10 at 19.53.57.png||height="527" width="1094"]]
209 209  
210 210  Fig.3.3 – Interactive mode
211 211  
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234 234  
235 235  Next, find the selected object in the User access rights interface (Settings – System – User Access Rights) and use the check marks in the Flexible Reports line to select which roles will have access to the flexible report bound to the object (Fig. 4.1).
236 236  
237 -[[image:Screenshot 2025-12-10 at 20.11.53.png]]
237 +[[image:Screenshot 2025-12-10 at 20.11.53.png||height="437" width="1097"]]
238 238  
239 239  Figure 4.1 – Rights to flexible reports in the user settings
240 240  
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248 248  
249 249  **~1. manually** – by clicking the "Create report" button [[image:Screenshot 2025-12-10 at 20.12.49.png||height="26" width="26"]] in the field of the template in the "Template list". In the pop-up window (see Figure 5.1), enter the report name, select **In a day** or **Per interval** for which the report(s) will be generated, and then click the button [[image:Screenshot 2025-12-10 at 20.13.37.png||height="26" width="62"]] to proceed.
250 250  
251 -[[image:Screenshot 2025-12-10 at 20.14.18.png]]
251 +[[image:Screenshot 2025-12-10 at 20.14.18.png||height="207" width="532"]]
252 252  
253 253  Fig.5.1 – Create report form
254 254  
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267 267  
268 268  Then, click the button [[image:Screenshot 2025-12-10 at 20.17.04.png||height="27" width="55"]] in the Template setup window.
269 269  
270 -[[image:Screenshot 2025-12-10 at 20.17.46.png]]
270 +[[image:Screenshot 2025-12-10 at 20.17.46.png||height="555" width="496"]]
271 271  
272 272  Fig.5.2 – Template setup window
273 273  
274 +[[image:5.3..png||height="493" width="492"]]
275 +
276 +Fig.5.3 – Autogeneration of cron rules
277 +
274 274  To display reports generated using the selected templates on the right side of the screen (Report list), select the templates in the "Template list" by selecting the appropriate checkboxes (see Fig.5.4). Templates can be filtered by name and type.
275 275  
280 +[[image:Screenshot 2025-12-16 183447.png]]
281 +
282 +Fig.5.4 – Flexible Reports Manager window
283 +
276 276  The created report can be downloaded [[image:Screenshot 2025-12-10 at 20.19.04.png||height="31" width="29"]] in Excel format or deleted [[image:Screenshot 2025-12-10 at 20.19.29.png||height="32" width="31"]] by marking the unwanted report with a checkmark.
277 277  
278 278  The report created in Excel format is shown in Fig. 5.5. All formulas, charts, and cell formatting specified in the template are preserved in the report file.
279 279  
288 +[[image:Screenshot 2025-12-16 183927.png]]
289 +
290 +Fig.5.5 – Report generated in Excel format
291 +
280 280  The report manager has tools for maintaining report versioning. When clicking the "Copy" button [[image:Screenshot 2025-12-10 at 20.20.56.png||height="28" width="28"]], the report is copied, and the suffix "- v1", "- v2", etc. is added to its name.
281 281  
282 282  The created version is included in the nested list under the root report (see Fig.5.7). The new version can be renamed, copied, downloaded, uploaded, or deleted regardless of the original report.
283 283  
296 +
284 284  Report versions can also be created by uploading a previously downloaded and edited Excel file. To do this, click the "Download [[image:Screenshot 2025-12-10 at 20.43.44.png||height="24" width="24"]]" button on the report version, select the file of the downloaded version in the pop-up window, and click the button [[image:Screenshot 2025-12-10 at 20.44.40.png||height="26" width="47"]]. Reports created by the user can be hidden and published to other users using the "Hide/Publish" button [[image:Screenshot 2025-12-10 at 20.45.11.png||height="34" width="68"]]. Hidden reports are visible only to the user who generated them.
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